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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-08 |
| IL | RA | APPROVED | 2015-09-21 |
Branch Locations
1650 Lake Cook Road Suite 500, Deerfield, IL 60015-4747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Deerfield | IL | 12/2014 | Present |
| New York Life Insurance Company | Deerfield | IL | 10/2014 | Present |
| Eagle Strategies Llc | Deerfield | IL | 09/2015 | Present |
| Rogers Financial Group, Llc D/B/A Rogers Financial Group | Deerfield | IL | 08/2021 | 12/2024 |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 520 LAKE COOK ROAD, SUITE 600, DEERFIELD, IL 60015; COMMISSIONS; 10 HOURS PER MONTH; INVESTMENT RELATED] [ZD Wealth Management LLC; LLC used to pay my staff; 1769 Western Ave, Northbrook, IL 60062; Start Date 01/2025; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-09 |
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